Indexiq Etf Performance
| CSML Etf | USD 33.76 0.02 0.06% |
The etf retains a Market Volatility (i.e., Beta) of 0.43, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, IndexIQ's returns are expected to increase less than the market. However, during the bear market, the loss of holding IndexIQ is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days IndexIQ has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent primary indicators, IndexIQ is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors. ...more
| In Threey Sharp Ratio | 0.16 |
IndexIQ |
IndexIQ Relative Risk vs. Return Landscape
If you would invest 3,376 in IndexIQ on August 24, 2024 and sell it today you would earn a total of 0.00 from holding IndexIQ or generate 0.0% return on investment over 90 days. IndexIQ is currently does not generate positive expected returns and assumes 0.0% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% of etfs are less volatile than IndexIQ, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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IndexIQ Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for IndexIQ's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as IndexIQ, and traders can use it to determine the average amount a IndexIQ's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average IndexIQ is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of IndexIQ by adding IndexIQ to a well-diversified portfolio.
IndexIQ Fundamentals Growth
IndexIQ Etf prices reflect investors' perceptions of the future prospects and financial health of IndexIQ, and IndexIQ fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on IndexIQ Etf performance.
| Total Asset | 204.97 M | |||
About IndexIQ Performance
By examining IndexIQ's fundamental ratios, stakeholders can obtain critical insights into IndexIQ's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that IndexIQ is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The fund invests at least 80 percent of the value of its assets in securities of small-capitalization U.S. issuers. IQ Chaikin is traded on NASDAQ Exchange in the United States.| IndexIQ is not yet fully synchronised with the market data | |
| The fund holds 99.95% of its assets under management (AUM) in equities |
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
The market value of IndexIQ is measured differently than its book value, which is the value of IndexIQ that is recorded on the company's balance sheet. Investors also form their own opinion of IndexIQ's value that differs from its market value or its book value, called intrinsic value, which is IndexIQ's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IndexIQ's market value can be influenced by many factors that don't directly affect IndexIQ's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IndexIQ's value and its price as these two are different measures arrived at by different means. Investors typically determine if IndexIQ is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IndexIQ's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.